CONSTITUTION CAPITAL LLC

PrivateCIK: 1845531
Location

SHELTON, CT

62
Positions
$194.80M
Total AUM (reported)
1.05M
Total Shares

Allocation by class

TOTAL AUM$194.80M62 positions
COM$149.76M76.9%
ST STR CARE ETF$9.41M4.8%
ST STR TECHN ETF$9.06M4.7%
CAP STK CL A$4.85M2.5%
COM NEW$4.71M2.4%
ST STR FINL ETF$2.86M1.5%
ST STR DISCR ETF$2.58M1.3%

Portfolio Concentration

Top 325.4%4–1031.3%11–2530.8%Rest12.5%TOP 1056.6%0%100%
Top 3$49.42M25.4%
4–10$60.92M31.3%
11–25$60.02M30.8%
Rest$24.44M12.5%

Top 3 weight

25.4%

Top 10 weight

56.6%

Voting Authority Distribution

Total shares with voting rights: 1.05M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.05M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole62
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings62
Rows:

MICROSOFT CORP

SOLE
COM
Shares70.31K
TypeSH
Market value$26.23M
13.46%
Sole
0.00
Shared
0.00
None
70.31K

JPMORGAN CHASE & CO

SOLE
COM
Shares38.09K
TypeSH
Market value$12.47M
6.40%
Sole
0.00
Shared
0.00
None
38.09K

ELI LILLY & CO

SOLE
COM
Shares8.94K
TypeSH
Market value$10.72M
5.51%
Sole
0.00
Shared
0.00
None
8.94K

SELECT SECTOR SPDR TR

SOLE
ST STR CARE ETF
Shares59.28K
TypeSH
Market value$9.41M
4.83%
Sole
0.00
Shared
0.00
None
59.28K

WALMART INC

SOLE
COM
Shares80.08K
TypeSH
Market value$9.07M
4.66%
Sole
0.00
Shared
0.00
None
80.08K

SELECT SECTOR SPDR TR

SOLE
ST STR TECHN ETF
Shares47.55K
TypeSH
Market value$9.06M
4.65%
Sole
0.00
Shared
0.00
None
47.55K

APPLE INC

SOLE
COM
Shares31.18K
TypeSH
Market value$9.02M
4.63%
Sole
0.00
Shared
0.00
None
31.18K

NVIDIA CORPORATION

SOLE
COM
Shares43.67K
TypeSH
Market value$8.74M
4.49%
Sole
0.00
Shared
0.00
None
43.67K

JOHNSON & JOHNSON

SOLE
COM
Shares31.82K
TypeSH
Market value$8.08M
4.15%
Sole
0.00
Shared
0.00
None
31.82K

NEXTERA ENERGY INC

SOLE
COM
Shares85.96K
TypeSH
Market value$7.54M
3.87%
Sole
0.00
Shared
0.00
None
85.96K

HOME DEPOT INC

SOLE
COM
Shares20.91K
TypeSH
Market value$7.38M
3.79%
Sole
0.00
Shared
0.00
None
20.91K

UNION PAC CORP

SOLE
COM
Shares20.90K
TypeSH
Market value$5.68M
2.92%
Sole
0.00
Shared
0.00
None
20.90K

COCA COLA CO

SOLE
COM
Shares66.18K
TypeSH
Market value$5.38M
2.76%
Sole
0.00
Shared
0.00
None
66.18K

ALPHABET INC

SOLE
CAP STK CL A
Shares13.58K
TypeSH
Market value$4.85M
2.49%
Sole
0.00
Shared
0.00
None
13.58K

AMAZON COM INC

SOLE
COM
Shares20.20K
TypeSH
Market value$4.81M
2.47%
Sole
0.00
Shared
0.00
None
20.20K

PEPSICO INC

SOLE
COM
Shares32.70K
TypeSH
Market value$4.43M
2.27%
Sole
0.00
Shared
0.00
None
32.70K

DUKE ENERGY CORP NEW

SOLE
COM NEW
Shares34.71K
TypeSH
Market value$4.39M
2.26%
Sole
0.00
Shared
0.00
None
34.71K

AMERICAN EXPRESS CO

SOLE
COM
Shares12.87K
TypeSH
Market value$4.35M
2.23%
Sole
0.00
Shared
0.00
None
12.87K

PROCTER & GAMBLE CO

SOLE
COM
Shares21.48K
TypeSH
Market value$3.15M
1.62%
Sole
0.00
Shared
0.00
None
21.48K

AMERICAN ELEC PWR CO INC

SOLE
COM
Shares21.55K
TypeSH
Market value$2.95M
1.51%
Sole
0.00
Shared
0.00
None
21.55K

SELECT SECTOR SPDR TR

SOLE
ST STR FINL ETF
Shares53.29K
TypeSH
Market value$2.86M
1.47%
Sole
0.00
Shared
0.00
None
53.29K

SELECT SECTOR SPDR TR

SOLE
ST STR DISCR ETF
Shares21.99K
TypeSH
Market value$2.58M
1.32%
Sole
0.00
Shared
0.00
None
21.99K

CATERPILLAR INC

SOLE
COM
Shares2.36K
TypeSH
Market value$2.51M
1.29%
Sole
0.00
Shared
0.00
None
2.36K

UNITEDHEALTH GROUP INC

SOLE
COM
Shares5.78K
TypeSH
Market value$2.40M
1.23%
Sole
0.00
Shared
0.00
None
5.78K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares2.45K
TypeSH
Market value$2.29M
1.18%
Sole
0.00
Shared
0.00
None
2.45K
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